| This year, our Managed Account webinar will be moderated by |
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Toby Potter,
Chair, Institute of Managed Account Professionals (IMAP). |
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Topics include: What’s driving the growth of managed accounts? What evidence is there that clients are getting a better outcome than from traditional advice? How does an adviser meet their best interests duty? What improvements in managed account services will support advisers? Bonus - Attendees will be able to download a complimentary 'managed account integration' checklist during the webinar.
Hear insights from industry experts: |
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| | Matt Heine
Joint Managing Director,
Netwealth |
| | Martin Morris
Chief Distribution Officer,
Praemium |
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